Fiserv Inc
FISV- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0000798354
In the last 90 days, Fiserv Inc insiders filed 1 open-market purchase and 0 sales; 1,152 institutions reported holding it in 13F filings for Q2 2026, worth $23.4B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q2 2022
Institutional positions in Fiserv Inc as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,329
- +7 vs. Q1 2022
- Shares held
- 572.4M
- −3.16M (−0.5%) vs. Q1 2022
- Total value
- $50.9B
- −$7.40B (−12.7%) vs. Q1 2022
- New holders
- 111
- 455 more added
- Sold out
- 104
- 558 more reduced
23 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FISV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,152 | $23.4B |
| Q1 2026 | 1,264 | $26.0B |
| Q4 2025 | 1,401 | $32.2B |
| Q3 2025 | 1,736 | $62.2B |
| Q2 2025 | 1,848 | $84.5B |
| Q1 2025 | 1,940 | $112.4B |
| Q4 2024 | 1,904 | $105.8B |
| Q3 2024 | 1,727 | $92.3B |
| Q2 2024 | 1,669 | $77.4B |
| Q1 2024 | 1,646 | $85.2B |
| Q4 2023 | 1,592 | $71.6B |
| Q3 2023 | 1,491 | $61.6B |
| Q2 2023 | 1,476 | $69.9B |
| Q1 2023 | 1,436 | $63.4B |
| Q4 2022 | 1,433 | $56.6B |
| Q3 2022 | 1,345 | $53.5B |
| Q2 2022 | 1,329 | $50.9B |
| Q1 2022 | 1,345 | $58.7B |
| Q4 2021 | 1,360 | $61.4B |
| Q3 2021 | 1,329 | $65.1B |
| Q2 2021 | 1,344 | $64.3B |
| Q1 2021 | 1,334 | $73.5B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitchell Capital Management Co | 8,522 | $758.0K | 0.21% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 8,504 | $757.0K | 0.43% | +342+4.2% | Added |
| Aurora Investment Counsel | 8,507 | $757.0K | 0.55% | +353+4.3% | Added |
| Tokio Marine Asset Management Co Ltd | 8,504 | $757.0K | 0.07% | +1,469+20.9% | Added |
| Winton Group Ltd | 8,512 | $757.0K | 0.04% | +8,512 | New |
| Smithfield Trust Co | 8,452 | $753.0K | 0.05% | 00.0% | Unchanged |
| Sun Life Financial INC | 8,401 | $749.0K | 0.06% | −576−6.4% | Reduced |
| Meeder Asset Management Inc | 8,403 | $748.0K | 0.04% | +1,267+17.8% | Added |
| First Interstate Bank | 8,392 | $746.0K | 0.06% | +8,392 | New |
| Wayfinding Financial, LLC | 8,347 | $742.0K | 0.65% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 8,288 | $737.0K | 0.09% | −843−9.2% | Reduced |
| ICW Investment Advisors LLC | 8,288 | $737.0K | 0.47% | +13+0.2% | Added |
| First Nebraska Trust Co | 8,245 | $733.6K | 0.10% | 00.0% | Unchanged |
| Spinnaker Trust | 8,206 | $730.0K | 0.06% | 00.0% | Unchanged |
| American Portfolios Advisors | 8,205 | $730.0K | 0.03% | +747+10.0% | Added |
| Venture Visionary Partners LLC | 8,180 | $727.8K | 0.06% | −195−2.3% | Reduced |
| Stratos Wealth Partners, LTD. | 8,148 | $725.0K | 0.02% | −478−5.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,139 | $724.0K | 0.01% | +5,185+175.5% | Added |
| Archford Capital Strategies, LLC | 8,102 | $721.0K | 0.18% | −63−0.8% | Reduced |
| Grimes & Company, Inc. | 8,085 | $720.0K | 0.04% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 8,083 | $719.0K | 0.71% | −190−2.3% | Reduced |
| Washington Trust Co | 7,953 | $708.0K | 0.03% | −125−1.5% | Reduced |
| Johnson Investment Counsel Inc | 7,929 | $705.0K | 0.01% | +389+5.2% | Added |
| Rockefeller Capital Management L.P. | 7,868 | $699.0K | 0.00% | −2,842−26.5% | Reduced |
| Seelaus Asset Management LLC | 7,810 | $695.0K | 0.52% | +7,810 | New |
| Cigna Investments Inc | 7,734 | $688.0K | 0.14% | −2,778−26.4% | Reduced |
| Principal Street Partners, LLC | 7,684 | $683.0K | 0.18% | −56−0.7% | Reduced |
| AtonRa Partners | 7,657 | $681.0K | 0.63% | −7,868−50.7% | Reduced |
| Kathmere Capital Management, LLC | 7,606 | $677.0K | 0.12% | +63+0.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,603 | $676.0K | 0.04% | +1,134+17.5% | Added |
| Gabelli & Co Investment Advisers, Inc. | 7,590 | $675.0K | 0.09% | +600+8.6% | Added |
| Zeke Capital Advisors, LLC | 7,569 | $673.0K | 0.04% | −940−11.0% | Reduced |
| Integrated Wealth Concepts LLC | 7,505 | $668.0K | 0.02% | +21+0.3% | Added |
| Ground Swell Capital, LLC | 7,486 | $666.0K | 1.22% | +7,486 | New |
| Abacus Planning Group, Inc. | 7,404 | $659.0K | 0.19% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 7,393 | $658.0K | 0.41% | −907−10.9% | Reduced |
| Boston Common Asset Management, LLC | 7,363 | $655.0K | 0.03% | −487−6.2% | Reduced |
| Meritage Portfolio Management | 7,329 | $652.0K | 0.05% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 7,328 | $652.0K | 0.34% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,318 | $651.0K | 0.05% | +92+1.3% | Added |
| ARGI Investment Services, LLC | 7,250 | $645.0K | 0.02% | −42−0.6% | Reduced |
| Manchester Capital Management LLC | 7,210 | $641.0K | 0.11% | −244−3.3% | Reduced |
| VeraBank, N.A. | 7,130 | $635.0K | 0.37% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 7,078 | $630.0K | 0.01% | +7,078 | New |
| Chesapeake Wealth Management | 7,033 | $626.0K | 0.27% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 7,003 | $623.0K | 0.04% | −283−3.9% | Reduced |
| Dryden Capital, LLC | 7,000 | $623.0K | 0.41% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 6,962 | $619.0K | 0.05% | +345+5.2% | Added |
| Nicolet Bankshares Inc | 6,929 | $616.0K | 0.16% | −290−4.0% | Reduced |
| Aureus Asset Management, LLC | 6,880 | $612.0K | 0.05% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 6,863 | $611.0K | 0.11% | +419+6.5% | Added |
| Townsend Asset Management Corp | 6,845 | $609.0K | 0.31% | −200−2.8% | Reduced |
| Wright Investors Service Inc | 6,777 | $603.0K | 0.17% | +6,777 | New |
| Harbour Investments, Inc. | 6,743 | $600.0K | 0.04% | +6,743 | New |
| Wesbanco Bank Inc | 6,700 | $596.0K | 0.03% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 6,523 | $593.0K | 0.07% | +440+7.2% | Added |
| Twinbeech Capital LP | 6,651 | $592.0K | 0.03% | +6,651 | New |
| Fairfield, Bush & Co. | 6,640 | $591.0K | 0.35% | −300−4.3% | Reduced |
| Certified Advisory Corp | 6,646 | $591.0K | 0.13% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,647 | $591.0K | 0.03% | +1,110+20.0% | Added |
| Institute for Wealth Management, LLC. | 6,593 | $587.0K | 0.12% | +10.0% | Added |
| HighPoint Advisor Group LLC | 6,252 | $587.0K | 0.06% | +6,252 | New |
| City Holding Co | 6,563 | $584.0K | 0.11% | −1,069−14.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 6,564 | $584.0K | 0.16% | +564+9.4% | Added |
| Clarius Group, LLC | 6,520 | $580.0K | 0.06% | +1,004+18.2% | Added |
| Wintrust Investments LLC | 6,495 | $578.0K | 0.07% | −738−10.2% | Reduced |
| First Washington CORP | 6,500 | $578.0K | 0.27% | 00.0% | Unchanged |
| Grassi Investment Management | 6,400 | $569.0K | 0.08% | −1,600−20.0% | Reduced |
| CoreFirst Bank & Trust | 6,400 | $569.0K | 0.45% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 6,369 | $567.0K | 0.03% | −196−3.0% | Reduced |
| Wahed Invest LLC | 6,367 | $566.0K | 0.35% | +6,367 | New |
| Sadoff Investment Management LLC | 6,329 | $563.0K | 0.04% | −250−3.8% | Reduced |
| Boston Private Wealth LLC | 6,324 | $563.0K | 0.01% | +473+8.1% | Added |
| Coldstream Capital Management Inc | 6,305 | $561.0K | 0.02% | +762+13.7% | Added |
| Thoroughbred Financial Services, LLC | 6,285 | $559.0K | 0.10% | −893−12.4% | Reduced |
| Trust Asset Management LLC | 6,279 | $559.0K | 0.08% | +396+6.7% | Added |
| Lebenthal Global Advisors, LLC | 6,287 | $559.0K | 0.27% | +2,620+71.4% | Added |
| Rehmann Capital Advisory Group | 6,215 | $552.9K | 0.06% | −144−2.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,200 | $551.0K | 0.14% | +1,500+31.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,116 | $544.0K | 0.04% | 00.0% | Unchanged |
| Eukles Asset Management | 6,074 | $540.0K | 0.34% | +45+0.7% | Added |
| Copperwynd Financial, LLC | 6,046 | $538.0K | 0.32% | −10.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 6,040 | $537.0K | 0.66% | −863−12.5% | Reduced |
| Verition Fund Management LLC | 6,022 | $536.0K | 0.01% | −9,558−61.3% | Reduced |
| First American Trust, FSB | 6,001 | $534.0K | 0.08% | −106−1.7% | Reduced |
| Yarbrough Capital, LLC | 5,965 | $531.0K | 0.04% | −684−10.3% | Reduced |
| Sigma Planning Corp | 5,967 | $531.0K | 0.02% | −140−2.3% | Reduced |
| Keybank National Association | 5,954 | $530.0K | 0.00% | −323−5.1% | Reduced |
| Bank of Stockton | 5,924 | $527.0K | 0.20% | −100−1.7% | Reduced |
| Parsons Capital Management Inc | 5,926 | $527.0K | 0.05% | +216+3.8% | Added |
| Retirement Planning Co of New England, Inc. | 5,892 | $524.0K | 0.36% | −868−12.8% | Reduced |
| Boston Trust Walden Corp | 5,893 | $524.0K | 0.00% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 5,873 | $523.0K | 0.14% | +841+16.7% | Added |
| Integral Investment Advisors, Inc. | 5,851 | $521.0K | 0.44% | −451−7.2% | Reduced |
| Nicola Wealth Management Ltd. | 5,845 | $520.0K | 0.05% | −5,367−47.9% | Reduced |
| Chase Investment Counsel Corp | 5,795 | $515.0K | 0.28% | 00.0% | Unchanged |
| Whittier Trust Co | 5,768 | $513.0K | 0.01% | −74−1.3% | Reduced |
| Cresset Asset Management, LLC | 5,856 | $510.0K | 0.01% | +198+3.5% | Added |
| Conning Inc. | 5,725 | $509.0K | 0.02% | −48−0.8% | Reduced |
| LVM Capital Management Ltd | 5,685 | $506.0K | 0.07% | −240−4.1% | Reduced |